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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

ROK holding history

Rockwell Automation, Inc in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ROK overviewAll 13F holders of ROKFull Q2 2026 holdings

Shares (Q2 2026)
2,649
Value
$1.31M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ROK by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,649$1.31M0.1%+1,052+65.9%AddedHolders
Q1 20261,597$573.1K0.1%−69−4.1%ReducedHolders
Q4 20251,666$648.2K0.1%−67−3.9%ReducedHolders
Q3 20251,733$605.7K0.1%−64−3.6%ReducedHolders
Q2 20251,797$596.9K0.1%−488−21.4%ReducedHolders
Q1 20252,285$590.4K0.1%−121−5.0%ReducedHolders
Q4 20242,406$687.6K0.1%+164+7.3%AddedHolders
Q3 20242,242$601.9K0.1%−512−18.6%ReducedHolders
Q2 20242,754$758.1K0.1%−99−3.5%ReducedHolders
Q1 20242,853$831.2K0.1%+16+0.6%AddedHolders
Q4 20232,837$880.8K0.2%+440+18.4%AddedHolders
Q3 20232,397$685.2K0.1%+57+2.4%AddedHolders
Q2 20232,340$770.9K0.1%−171−6.8%ReducedHolders
Q1 20232,511$736.9K0.1%+42+1.7%AddedHolders
Q4 20222,469$635.9K0.1%+149+6.4%AddedHolders
Q3 20222,320$499.0K0.1%+122+5.6%AddedHolders
Q2 20222,198$438.0K0.1%+625+39.7%AddedHolders
Q1 20221,573$440.0K0.1%−42−2.6%ReducedHolders
Q4 20211,615$563.0K0.1%+971+150.8%AddedHolders
Q3 2021644$189.0K<0.1%−156−19.5%ReducedHolders
Q2 2021800$229.0K<0.1%−75−8.6%ReducedHolders
Q1 2021875$232.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.